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BUCKLEY WEALTH MANAGEMENT, LLC

10100 West Charleston Blvd.
#213
Las Vegas, Nevada 89135-5001
Tel: 702-805-1010

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About BUCKLEY WEALTH MANAGEMENT, LLC

BUCKLEY WEALTH MANAGEMENT, LLC, formally registered with the SEC as BUCKLEY WEALTH MANAGEMENT, LLC. The firm was established in 02/17/2017. They have over 1 offices throughout the country.

BUCKLEY WEALTH MANAGEMENT, LLC is a Las Vegas, Nevada based Financial Planning firm with nearly $485,232,848 assets under management, offering retirement planning & investment advisory services to 612 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#285823
SEC# 801-109016
Assets Managed by Firm $485,232,848
No. of Clients 612
No. of Advisors 5

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total612$485,232,848
Individuals (other than high net worth individuals)84$17,631,331
High net worth individuals116$352,885,119
Pension and profit sharing plans$11,128,591
Charitable organizations8$91,365,875
Corporations or other businesses9$12,221,932
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